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SharpSpring - Create PDF, Word, Excel Documents
SharpSpring connects with Documentero to automatically create professional documents whenever new marketing data is captured. Leads, accounts, and opportunities from SharpSpring can trigger the generation of proposals, reports, or contracts in formats like PDF, DOCX, or XLSX. This integration helps agencies and businesses quickly turn CRM activity into ready-to-share files without manual data entry.
SharpSpring
Documentero
Triggers
Watch Accounts — Triggers when a new account is created.
Watch Forms — Triggers when a lead fills out a form.
Watch Leads — Triggers when a new lead is created.
Watch Opportunities — Triggers when a new opportunity is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SharpSpring using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SharpSpring using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales proposals from SharpSpring leads in Documentero
Create onboarding documents from SharpSpring accounts with Documentero templates
Export SharpSpring form submissions into PDF reports using Documentero
Generate contracts from SharpSpring opportunities with Documentero
Build Excel reports of SharpSpring leads through Documentero
Automatically create marketing reports from SharpSpring data in Documentero
Produce account summary PDFs from SharpSpring records with Documentero
Generate opportunity tracking spreadsheets from SharpSpring via Documentero
Create branded presentation documents from SharpSpring form responses in Documentero
Export SharpSpring CRM activity into ready-to-share PDF files with Documentero
How you can use SharpSpring + Documentero
New Lead Proposal
When a new lead is created in SharpSpring, Documentero generates a personalized proposal document using a pre-set template.
Form Submission Report
Each time a form is filled out in SharpSpring, Documentero produces a PDF report summarizing the lead’s details.
Account Onboarding Pack
When a new account is added in SharpSpring, Documentero creates an onboarding document package with account-specific information.
Opportunity Contract
Whenever a new opportunity is created, Documentero generates a contract draft populated with the opportunity details.
Monthly Lead Export
Automatically export new leads from SharpSpring into an Excel file generated by Documentero for monthly review.
Setup Guides
Zapier Tutorial: Integrate SharpSpring with Documentero
- Create a new Zap in Zapier.
- Add SharpSpring to the zap and choose one of the triggers (Watch Accounts, Watch Forms, Watch Leads). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SharpSpring trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SharpSpring with Documentero
- Create a new scenario in Make.
- Add SharpSpring to the scenario and choose one of the triggers (Watch Accounts, Watch Forms, Watch Leads). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SharpSpring trigger.
- Run or schedule your scenario and verify the output.
